Here’s the conflict: estate planning and Elder Law is a very personal practice. You’re not dealing with buildings or intellectual property, but real live people, with histories, family dynamics and hearts. So when someone is on your website at 9 PM, surfing the web on their phone or tablet while watching TV with the family, how easy is it for them to connect with you?
If they are watching your video and want to reach out, an automated intake system will allow them to send an email, receive a response and depending on your system, continue sending emails and receiving responses until the end of your process or when they decide it’s time to return to the people around them. You’ve given them a way to connect that suits their lifestyle.
If there’s nothing more than a simple auto responder and they have a busy day coming up, you may have lost them right there.
Do you know how many people try to reach your office after hours or on weekends if there is no way for them to engage with you? If you have a live answering service, you’ll know how many people call—but that’s rare among estate planning law firms because, frankly, it’s an expense that does not make sense.
If you have phone calls sent directly to your cell phone, you may find your limited free time compromised. And if you receive telemarketing calls at the office, you know what a nuisance that is during regular office hours; they are more bothersome after office hours.
That’s why we invested in developing our proprietary CLIPSM automated intake system, integrated with the E2 CRM. The process is seamless to the prospect, but once they engage with your website, their information begins to be gathered automatically.
To the prospect who is looking for an estate planning attorney online, your office is now open 24/7. They have an excellent user experience in their first interaction with your law practice. It’s not frustrating because they can’t reach a live person. Instead, they are confident because your office is operating in the same way that they expect any business to operate online today: serving clients around the clock.
For your team, the intake process means that they are not spending time with repetitive tasks, tedious data entry or other mundane tasks that take them away from more challenging and/or more interesting work. Their time is freed up, which benefits the entire practice.
The automated intake system means you are not losing prospects to online legal services or other estate planning practices that have the same type of technology and emphasis on user experience.
If you’d like to learn more about how automating your intake system can help your practice, call James at 877-352-2021 ext. 80.